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Technology Stocks : IFMX - Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: John Parillo who wrote (12538)12/10/1998 12:56:00 PM
From: bob zagorin  Read Replies (1) | Respond to of 14631
 
Here's a more postive take on ORCL and some discussion of why it makes sense to sell the "picks and maps" for the "Internet Gold Rush".

cbs.marketwatch.com



To: John Parillo who wrote (12538)12/10/1998 8:43:00 PM
From: rjee  Respond to of 14631
 
Im just curious as to how you came up with that conclusion JP. tks



To: John Parillo who wrote (12538)12/10/1998 11:49:00 PM
From: john dodson  Respond to of 14631
 
Re: don't agree that Oracle will effect Informix that greatly.

1. Oracle says "database market is strong"
2. Informix plays in the database sector
3. Usually when a sector leader says that the sector is strong, the tide lifts all boats in the sector.

Therefore, one would think that there would be some "sympathy" move up on IFMX's part. Doesn't mean it'll happen, though.

-John Dodson


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